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Contact: Brian East, CFP®This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to estimate how much income and savings you may need in retirement.